CRM Form and Auto-Responder
Which CRM edition allows for a form to result in an auto-responder that you can affix an attachment to? I need my auto-responder to send a document to the person who completes the form. My current form does require the mandatory fields to be completed before the submit button be completed however, you can put any bogus thing in those fields and the submit button will work. This is resulting in junk being filtered into my leads.
Reports not showing all records
I generated a report having Accounts as my main module and then Contacts as the related one. I have more than 2000 records for my Accounts, and have more than 7000 for my contacts. Now, when I run the report I can't seem to see all of them. I know that the page only displays 2000 records per page, but when I go to the next page, it does not display anything. I haven't set any filters, and I have also tried displaying only the Account Name and then the Full Name field for my contacts, but still to
Can we apply restrictions on New and Edit default buttons in zoho crm?
Hi, I am working on a project in which I am managing inventory of products by adding/subtracting the quantity ordered from total quantity of Products and on the basis of Status of product. I have made two custom buttons New Quotation and Edit Quotation and I am handling my tasks from custom API using PHP. Now I want to restrict to user, that he/she use only my custom buttons, not the default New and Edit buttons. I have tried to do this by removing permissions of Edit, Create from Setup/Roles,
How can i export relatinship tabla products--contacts?
I need to export the relationship table product-contacs, in order to see all the products asociated with each client Thanks!
Associate multiple accounts for one potential
Hi, is there a way to associate multiple accounts to one potential?
Create email campaign
I'm trying to follow the instructions at the page https://www.zoho.com/campaigns/help/create-campaign.html in order to create my first email campaign but I get stuck at the first step: To create a new campaign,Click the Email campaigns tab (next to the Home tab), and then click Create Email Campaign or Click the Home tab --> Getting Started --> Create Email Campaign I can't find any "Email campaigns" tab in the top tabs (grey bar I guess) and I can't find any "Create Email Campaign" in the home page.
Searching
How can i search on adres, postal code, or date?
getting back onto enterprise trial
Hi guys & girls, I may have acidentally changed my trial package on zoho crm from enterprise. is there any way i can change it back so i can use the enterprise package whilst the trial is still running, as if it works for our company then we will continue with the enterprise license. many thanks Andy
Importing leads
Hi, I have tried import 1500 leads onto Zoho using the trial version. However the records count does not go beyond 394. Please help
Close trial CRM accounts, but retain email adresses
Hi, I have setup an organisation with Zoho and created multiple email accounts. I have just started setting up an organisational CRM and invited all the organisation members. I have since discovered that 2 users have inadvertently opened and become the admin for their own trial version of CRM. Because of this they are unable to accept my invite to the organisational CRM. How do I cancel the trial versions, so that they can accept my invite? I do not want to have to change the email address of the
Cannot change dates on reports in chrome
I cannot change dates when running reports by sales by month etc in chrome. You also cannot type in any date fields.
How to make it so users only have access to their own clients.
Can anyone help please. Due to data protection I need to make it so each user only has access to their own clients with managers having access to all clients.
How to split revenue of a potential to two or more fiscal years
We are selling long-term professional services to our clients. That is why we need to split revenue of a potential to two or more fiscal years. e.g. A potential has $5,000 revenue in total. This revenue should be recorded as below: $3,000 => FY2016 $2,000 => FY2017 We want to see only $3,000 in the pipeline for this year.
Exporting custom made reports in CRM is failing
Dear Zoho, I've made a few custom reports. I would like to wish to export this data to Excel, but when doing so I get an error notification (in Dutch): "Helaas! U kunt dit rapport niet exporteren, omdat u geen toestemming heeft voor exporteren van een of meer modules die deel uitmaken van dit rapport. Om het rapport te exporteren, gelieve uitvoerrechten op te geven voor deze modules in instellingen voor Profielen." Translated it means: "Too bad! You can't export this report, because you don't have
Close trial CRM accounts, but retain email addresses
Hi, I have created an organisational CRM and want 2 of my users to join, but they are already listed as admins of their own trial CRM accounts. I understand that ZOHO uses a single sign on, but as these are established email addresses, I do not want to delete or change them. According to your documentation (https://www.zoho.com/crm/help/security/close-crm-account.html), an admin can delete their CRM account. As the option is not available, as per instructions, I assume this is no longer available.
CRM Calendar & Google App (calendar)
Hi, Prior to using CRM Calendar, we were using a shared Google Calendar. Our sales team wants CRM Calendar to update their iCal or Google Calendar--depending upon what device they are using. I have everyone's CRM Calendar (where we store our events) syncing to our shared Google Calendar. The 1-way syncing doesn't seem to be working properly. Any suggestions how I can get all users (owners of the events) to update and be visible to all on the Google Cal App? We are not seeing each others' events
Lost my product details
Since yesterday I have lost the product details from my inventory templates. At first I suspected it had to do with me editing my quates template, but the details are also missing from the sa;es order and invoice templates. To make this clear: In the template editor all is still present, but when I try to print preview or to pdf, the details do not show up. Jan
Accessing records from mobile app?
I can see new records on my laptop, but the same records are not available on the mobile app. Do I need to refresh the mobile app or other update?
email within CRM or zoho mail?
I have been going back and forth with which app to use for email. Curious of other's preferences and why they like their respective application. When I signed on with Zoho, the collaboration features were of great interest to me. However, after digging into it, I realized that they are worthless for me since my primary email address isn't hosted by zoho (and can't be moved) and therefore the functionality will not work. With that being said, other than the lag in receiving email, I do like the
Copying Picklist
Hi, Im trying to copy the picklist from one custom field to another in a different module, i cant see a way of bulk selecting the entire list. is this possible?
Is it possible in Zoho to link a contact to multiple accounts?
I need to link one contact to multiple accounts and see all activities with this contact in all accounts. Any idea if Zoho is able to handle this? What can I do?
Does anyone else find the 'expected amount' in Potentials ridiculous?
So, I don't about you, but you either win a deal, or you don't win a deal. Right?! If the size of the deal is larger or smaller than expected when you close it, that's fine, that's normal. But when I create an 'amount' that the potential is worth and then enter the probability stage, of let's say 'Value Proposition' (40%), Zoho decides that the deal is then worth 40% of the amount?! WTF? This is the dumbest thing ever, and so annoying?! I've worked in IT and software sales environments for
Is anyone using SMS on Zoho CRM?
Hi everyone, I was wondering if anyone is using SMS on Zoho CRM? Thanks, Best, Nupur Communication is the solvent of all problems- Peter Shepherd. Blog
How can I set an email for delay of delivery? (similar option on outlook)
How can I set an email for delay of delivery? (similar option on outlook) Better yet. Can I set or schedule an email to be resent?
Bulk mail / Mass mail - Cannot send from address other than main user email address
Hi I want to be able to send out a mass mailing using a template from one of my secondary email addresses that I have set up as a POP3 account within Zoho CRM. Having struggled to get the email to send from the secondary address that is set up in Setup / Email Settings / Zoho Mail Add On / Send Email As (it kept being sent in the name of my main/log in email address) I have just been told by Zoho support over the phone that the only way to do this is to change the main/log in (i.e. Admin/user) email
how to modfiy quote template
Hi, I need to add additional columns into the quote template so it would display QTY, Description, Set Up, Set up total, Monthly rental, monthly total Is there a way to do this?
Zoho formula fields as currency
I wrote to support a few weeks ago about a change that happened to our Zoho CRM system and I hope the community can help me change the current behaviour. As Zoho cares don't seem to reply to support requests. We have some formula fields in one of our custom modules. In the custom module named “properties” (CustomModule1) There are two called the “share price” and the “total sales value”. Before these used to display as a correctly formatted currency field – so we used to see 46,000.00 – we now
can 2 agents share the same account, contact or lead?
can 2 agents share the same account, contact or lead? I'm looking to share 1 list of lead between 2 sales people. Is it possible?
Create a formula that returns a month.
Hi I want to add a formula field to my opportunities that converts the closing date to a month. E.g. The closing date is 21/04/2016, so the formula will return 'April'. What syntax do I need to use for this?
Account Assignment
How to assign an Account, Contact & Potential to a Team?
Customize the Quote Layout
There is no way to add columns to the product line items in the quote template. You have only 5 and they are not adjustable for width either. Right now my quotes show list prices and the total at the bottom is the total DISCOUNTED price so the math does not even add up. I am embarrassed to even write quotes with ZOHO now.
Tasks - Save and Create related record
Hi I'm kind of new in the Zoho CRM universe but not in the CRM one. I would like to know how to keep, for example, the related lead on a new task. On an existing task, associated with a lead, I "complete" it and click on "Save and Create". Thw new task ask me for the associated record. How could I pass it from the previous task? Thanks Danny
Potentials Counted Multiple Times in custom Potential Reports
Hi, There seems to be a strange bug wherein when I run a custom report for Potentials it multiplies the amount of the Potential by the number of Stages I've tracked the Potential through. For example, if I have a Potential that closed at $10,000 and I tracked it through seven Stages, it will tell me the total for that amount is $70,000. My settings for this report are as follows: Report Type: Summary Columns: Potential Name, Amount, Quarter (custom field) Grouping: Quarter>Ascending, Potential Name>Ascending
cfhttp tag breaks with encoding
I am using the cfhttp tag for a form post to zoho support. The url to send back to is encoded like this: "http://www........" and so on. This #x3a; (pound sign) breaks the cfhttp tag even when I escape the # as ##x3a; I have tried everything I can think of to submit the cfhttp tag. Without encoding, with it, escaping it. It just won't work. Has anyone else run into this?
Importing Accounts - to update a field
Hello, I have about 500 accounts that need to be updated. The accounts are already in CRM, and I do not want to change anything other then just one field or make a duplicate. I just need the date of a field to be updated. The field that I want to update is united only the dates are different depending on the account. Do you suggest any way how to massively import this update to the field without having to rewrite all the accounts, or me having to update each field in each account separately? Thank
CRM campaign - automating the 'add existing contacts' query
Every time we go to launch a campaign, we have to create and run and select contacts from a query. Seems that we should be able to: 1. create and save a contact query for each campaign, and 2. have it run automatically on some schedule, or launch it manually as needed. 3. have the option to completely replace the contacts that exist in the campaign. Is anyone facing the same challenges with CRM campaigns?
why most of my entries are not shown in the calendar?
Hi, I have created several tasks and events. I see them in the activities, but they are not shown in the calendar. Only one "call" is shown... Why is that? Also my co-worker added tasks, but I don't see them in my calendar. He got the same problems as I have with not shown in the calendar. Thanks for your help. Paul
Nesting Members
I would like to have a Parent Account and multiple Member Accounts (Ex: Hospital - Parent, Units/Departments - Members), and set up Zoho CRM in a way to show a nesting of Members in the Accounts listing under the Parent Account rather than listed as separate accounts. Also, what would be the best way to have the aggregate potential $'s listed from Member Accounts as a total under the Parent Account without duplicating the total dollar amount. Any help will be appreciated. Thanks, John
Forever 10 USERS? CRM or create 10 Emails & How Please?
Can you please inform me more details about Ads: CRM Forever 10 Users Free?? Those this mean we can create 10 Email accounts for our departments or workers ? Superachievers@zoho.com Much Appreciative
Mail Merge: concatenate fields with commas but do not want the commas to appear when no values
For a mail merge template I want to concatenate the fields with commas but do not want the commas to appear when no values? example "A, B, C and D" when B and C no values should read as "A and D". How is this achieved? Someone had asked it previously but I did not see an answer.
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